| |
| Product Information |
| System |
| Vendor |
| Description |
| Website |
| Primary Tier |
| Industries |
| Apparel |
| Construction |
| Field Services |
| Financial Services |
| Food & Beverage |
| Hospitality |
| Manufacturing |
| Nonprofit |
| Professional Services |
| Retail & ECommerce |
| Transportation & Logistics |
| Wholesale Distribution |
| Applications |
| Accounting (General Ledger, Financial Reporting, Accounts Receivable, Accounts Payable, Budgeting and Cash Management) |
| Asset Management |
| CPQ (Configure Price Quote) |
| CRM |
| Distribution (Order Processing, Purchasing and Inventory) |
| E-commerce |
| Field Services - Dispatching & Scheduling |
| Field Services - Mobile Field Management |
| Human Resource Management |
| Manufacturing - Quality Control |
| Manufacturing - Scheduling |
| Manufacturing - Shop Floor Control |
| MRP |
| Payroll |
| Point of Sale |
| Product Lifecycle Management |
| Professional Services - Scheduling |
| Professional Services - Timesheets |
| Professional Services – WIP Management |
| Project Management |
| Transportation Management |
| Warehouse Management |
| Developer Information |
| Number of customers - all products |
| Number of customers - this product |
| Technology |
| % of application that is web based (just need a browser on workstation) |
| On premise, cloud or hybrid |
| Private or Public Cloud |
| Multi-tenant architecture |
| Generic Requirements |
| Customization/Configuration |
| Without changing source code |
User-defined fields
- Can define values/dropdowns for fields
- Used in report selection and ordering
- Used in workflow
|
User defined screens
- Change fields to required, optional or invisible for standard and user-defined field
|
| Multiple Companies |
| Share inventory across companies |
| Share customers and suppliers across companies |
| Automate balancing of transactions across legal entities |
| PO of 1 company automatically generates the sales order in another company |
| Multiple Currencies |
| Maintain source and home currency amount for each transaction |
| Date effective currency exchange rates |
| Work Flow |
| Can apply an approval process to any transaction such as a journal entry or any master file such as a supplier or inventory item |
| Can generate alerts/escalation if something expected is late or reminders |
| Configurable approvals or alerts without needing programming |
| Mobility |
| Optimized for Android and iPhone |
| Offline mode and synch when internet connected |
| Sales tax compliance |
| Canadian sales tax compliance |
| US sales tax compliance |
| Reporting/Business Intelligence |
| Reporting |
| Industry standard reporting tool and can change existing reports or add new ones |
| Ad-hoc reporting (don’t need a programmer) with filtering, sorting and summarizing options |
| Dashboards |
| Based on real time updates from all transactions |
| Role specific |
| Configurable dashboards - don't need to be a programmer to create or change dashboard |
| Analytics |
| Drag and drop dimensions |
| Visualization/graphic representation of data |